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Private Client Advice Analyst - Assurance & Compliance

Posted 5 days 7 hours ago by Fisher Investments UK

Permanent
Full Time
Other
London, United Kingdom
Job Description

Fisher Investments Europe is seeking a Business Assurance Analyst in the UK to review suitability reports for pensions, ISAs, GIA, investment bonds and trusts, ensuring all advice aligns with clients' best interests and internal standards.

The role involves proactive communication with internal clients, feedback to report writers, and contributing to process improvements, backed by strong knowledge of financial planning and FCA COBS requirements.

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